Bar Graph
  • 21 May 2024
  • 9 Minutes to read
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Bar Graph

  • PDF

Article summary

Bar Graph is used for visualizing and comparing different data points at a glance.  

Let's explore the following Use Case for designing the Bar Graph widget!
Use Case

User persona: Administrator

Solution
Sandra at IT Service Management company wants a graphical widget where she wants to display Resolution SLA Compliance By Priority with the percentage of Resolution SLA. Sam can select the Bar Graph widget and configure it as an Internal widget using the Properties option. He can customize the graph to represent different priority levels, making it easy to quickly identify trends and patterns in Resolution SLA Compliance.

For details about the Use Case, refer to the graphics below:

bar%20graph

Configure the Bar Graph widget

This section contains the list of steps using which Application Designer can add the widget in the Service Portal screen.

  1. Navigate to Design Service Portal > Widgets > Bar Graph.
     Figure: Adding Widgets
     
  2. Customize the Service Portal by dragging the widget from the widget list screen.Figure: Bar graph
     
  3. Click the Settings icon for this field to view the Properties pop-up.
    Figure: Modify the properties
     

You can view the following tabs on the Settings for this field:

Properties

This section contains the list of properties using which the Application Designer can configure the respective widget feature. To know more about the fields that are available under the Properties section, see the Field Description given below.

Figure: Properties

The table below contains the list of fields and their descriptions that are available under the Properties section:

Field Description

Widget Type
Select Graphical Widget from the drop-down list.

Widget header

Type a name to the widget according to the Data to be configured in the widget title textbox.
For example: Let us create a Graphical Widget to show the incidents assigned to me, so the widget can be titled: Resolution SLA Compliance By Priority.

Figure: Widget Header

Chart TypeSelect the Chart Type as Bar from the drop-down list.
Figure: Chart type
Position
Select the Position of the graph by selecting from the position tabs.Figure: Position
When the position of the Bar Graph is selected as Vertical or Horizontal, the fields for X-axis and Y-axis will appear as shown in the screenshots below.
Figure: Vertical position
Figure: Horizontal position
Bar Mode
Select Stacked or Grouped depending based on your preferred visual presentation from the drop-down list.Figure: Stacked Bar Mode
LegendSelect the Legend position on the bar graph from the Legend drop-down list. See the screenshot for more details.Figure: Legend
For more details, see legend description under Graphical widget (Line Chart).

Data Source 

 Application Designer can configure internal or external widgets by selecting source type under the Data Source tab. The screenshot appears as shown below.
Figure: Data Source type
If you select Internal as Source type, then you need to select Source, Application, Module, Table, Form, X-Axis, Y-Axis and Series.

Figure: Data Source tab

The table below contains the list of fields and their descriptions that are available under the Data Source (Internal) for configuring Internal widgets:
 
Field Description 

Data Source
InternalSelect the Date Source as Internal.
Application
Select the Application from which the data has to be fetched.
The screen is shown with Service Management selected under the Application from the drop-down list.Figure:Service Management
ModuleSelect the Module from which the data has to be fetched. The drop-down list populates based on application selection. Here Incident is selected from the Module.Figure: Incident
TableSpecify the Table from the drop-down list and it populates based on module selection. Here Manage Incident is selected from the Table.Figure: Table selection
FormDefine the Form using which it should open when you click on the data widget.Figure: Form
Here Form named My Incidents is selected under value. This field will appear only after the Application is selected.
ConditionDefine the conditions based on which the data should be fetched.
Set the filter for the field, operator and values.
Figure: Add Filter Set
If you want to add more conditions, click the icon.
Refer to the section for more details about Dynamic operators in Service Portal.
X-Axis
X-AxisSpecify the display name for X-axis for Bar Graph representation by selecting the field from X - Axis drop-down list. Figure: X-axis variable
X-Axis LabelSpecify the label to the X-Axis variable in the X-Axis Label box. The display name for X axis of the bar graph is based on the table selection. Figure: X - axis label
Label SlantSelect the angle to incline the label of X-Axis by choosing the angle in the Label Slant drop-down list.Figure: Label Slant
The screenshot shows the Label Slant selected as 600 for the Resolved Incidents Trend bar graph.
Figure: Label slant
Y-Axis
Aggregate Define the aggregate function to summarize the data fetched for the Y-Axis variable. Figure: Aggregate function
Here's a breakdown of each operation for a Tabular widget:
  • Count unique records: This operation involves counting the number of distinct records or entries in the tabular data. 
  • Count records: This operation counts the total number of records or entries in the tabular data. 
  • Sum values: This operation involves adding up the values of a specific column in the tabular data to calculate their total sum.
  • Average values: This operation calculates the average (mean) value of a specific column in the tabular data. 
  • Min values: This operation finds the minimum value in a specific column of the tabular data.
  • Max values: This operation finds the maximum value in a specific column of the tabular data. 
OfSelect the Column name (table selected) from the drop-down list.Figure: Column name
Y - Axis LabelSpecify the label to the Y-Axis variable in the label box.  Figure: Select the Label
Label SlantSpecify the inclination for the label of Y-Axis using the Label Slant drop-down list. Figure: Label Slant value data
Data Boundary
Select the boundary value for the Data Boundary from the field value.The boundary value for the data boundary specifies the range of values that should be populated on the bar graph.Figure: Data Boundary
ScaleSelect the desired Scale value from the drop-down list. The scale defines the interval range along the y-axis. It determines how the values are distributed and displayed vertically on the graph. For example, if the scale is set to intervals of 10, then the y-axis would be divided into segments of 10 units each.Figure: Scale
SeriesType the Series name in the text box. With the Series option, you can add another layer of information to the graph. You can create different series within each workgroup bar, each representing a different information level. For example, within the bar you can have four sections representing incidents categorized as P1,P2,P3,and P4.Figure: Priority
Here the Series is titled Priority under the text box, showcasing a bar representing P4 incidents with a count of 281.
Figure: Series

Data Source (External)

This section contains the list of features using which the Application Designer can select Source, API and Form, X-Axis, Y-Axis and Series.

Figure: Data Source (External)

The table below contains the list of fields and their descriptions that are available under the Data Source(External) for configuring External widgets.
Field Description 

Data Source
ExternalSelect the Date Source as External.
APISelect the API from which the data has to be fetched.
FormsSelect the URL which opens when clicked anywhere on the bar graph data.
ConditionDefine the conditions based on which the data should be fetched.
Add Filter SetSet the filter for the field, operator and values.
Figure: Add Filter Set
For more information about Conditions, refer to Dynamic operators in Service Portal.
Note
The control should be loaded with Tenant by default.

Note
The field values for External Widget (API, Forms) are based on external applications.

If the Date Time field is selected in X-Axis, then an option to Group Date gets displayed.  You can group the data with respect to Date by clicking the Group Data Radio Button as shown below:

 Figure: Date time field

Refer to the field Description for Group Data Option.

Field Description 

X-Axis
Group DataSelect Yes to group the date time field value.
Figure: Group Data
If you click No, then individual records will be displayed instead of grouped records.
Group By
Select the time grouping criteria based on which the data will be grouped by selecting from Group By drop-down list.
Figure: Group By
FormatSelect the Format in which the date should appear by selecting from the Format drop-down list. For example, you can select the Month option for the data from the Group By drop-down list to conduct trend analysis for monthly incidents.
When Day is selected in Group By, date appears on the X axis of the graph
Figure: Day
When Week is selected in Group By, Format drop-down list is displayed as shown below:
Figure: Week
You can group Week based on Week # (Start Date (SD)- End Date (ED)), Week # (Month), Week # (Month, Year) from the drop-down list. See the screenshot below for more details.

Figure: Group By Week #(Month)

When Month is selected in Group By, Format drop-down list is displayed as shown below:

Figure: Month
You can group Month based on Month or Month, Year from the drop-down list. See the screenshot below for more details.
Figure: Group By Month, Year
When Year is selected in Group By, Format drop-down list is not displayed. The year is displayed as per user preference.
Figure: Year
To know more about configuring global filter on Data Widgets, see Time Filters in Data Widget.

Appearance 

This section contains the list of features using which the Application Designer can select Icon, Title, Table Design, Header Text, Data Text, and Background.

Figure: Appearance tab

Appearance
Widget Header
Text Type
Define the text type of the widget.
Text Color
Select the text color of the widget.
Text Size
Select the preferred text size.
Text Style
Choose the style for the font.
Text Alignment
Select the preferred alignment for the font.
Header Separator
BorderSelect the border style.
WidthChoose the preferred width for the Header.
ColorSelect the header color of the widget.
Color & Themes
Configure ColorsConfigure the Colors and Themes by clicking the Configure Colors icon. When clicked a pop-up window opens with the options to configure the Themes & Colors for the Data widgets.
The options available are: Colorful and Monochromatic. 
If Colorful is selected as Theme option, then you have mix of colors that can be customized. 
There are 10 nodes in total, each representing a unique color. However, when displayed in a pop-up screen, only the first 6 colors will appear in a single row. 
If you select Monochromatic, then you can use variations of a single color throughout the widget.
Here the theme consists of 10 gradients of the selected color. When displayed in a pop-up window, only the first 6 colors will appear in a single row. These colors represent gradients or variations of the selected color, ranging from decreasing to increasing intensity. When a row of Monochromatic colors is selected, then you have to use different shades and tints of color throughout the widget configuration. 

See the screenshot below:Figure: Configure Colors
Note
  • All the colors in a row are grouped and can be selected together only.
  • Individual colors cannot be selected.

Click the to add new Themes. A new Theme can be customized and created with this option.

Add New Theme

Enter the Theme Name under the text box.

Figure: Theme Name

Each node offers the ability to customize its color, indicated by a color palette icon showcasing the current color selection. By clicking on this icon, you can access the Color Palette option to select your desired color, providing flexibility and control over the appearance of each node within the theme. See the screenshot below for more details.

Figure: Add New Theme

Click Submit to save the configured Theme.

Background
Background TypeSelect the preferred background type.
Figure: Background
PaddingSpecify the preferred padding width. By default, the field appears inactive as shown below.
Figure: Padding width with zero value
Click the icon to enable padding width.
Figure: Padding width as 3
Border
Border Select the border by selecting desired Border Type from the drop-down list.
Dimensions
DimensionsSelect the widget's height and width from the drop-down list. You can set the height in pixels (px) and the width in both percentage (%) and pixels (px). Using a percentage for width allows the widget to fill the container's width.
Figure: Dimension

Click Save to save the configuration. The configured Bar Graph widget with and without date time field appears as shown below.

Figure: Resolution SLA Compliance By Priority

Figure: Change Record ID with Planned Start Time


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